Schubert & Co’s Upbound Group UPBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-36
| Closed | -$883 | – | 1444 |
|
|
2023
Q1 | $883 | Buy |
36
+4
| +13% | +$98 | ﹤0.01% | 1243 |
|
|
2022
Q4 | $722 | Buy |
32
+18
| +129% | +$406 | ﹤0.01% | 1290 |
|
|
2022
Q3 | $0 | Sell |
14
-11
| -44% | – | ﹤0.01% | 1593 |
|
|
2022
Q2 | $0 | Buy |
25
+18
| +257% | – | ﹤0.01% | 1605 |
|
|
2022
Q1 | $0 | Buy |
7
+1
| +17% | – | ﹤0.01% | 1351 |
|
|
2021
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1301 |
|